Using Part Availability Control—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Inventory Locations

Purpose: The purpose of this exercise is to show you how to set up the basic data required for using the part availability control functionality.

Windows:
Inventory Locations

  1. Open the Inventory Locations window.
  2. Create inventory locations of the following types: Arrival, Quality Assurance, Picking, Pallet Delivery, Pallet Buffer, and Picking dedicated to quality assurance within Inventory.

General exercise for Entering Inventory Locations

Purchase/Inventory/Sales Part

Purpose: The purpose of this exercise is to show you how to create part data entries that are necessary for the part availability control functionality.

Windows:
New Part Assistant

  1. Open the New Part Assistant.
  2. Create XX–58–401, XX–58–402, XX–58–403, and XX–58–404 as a purchased, inventory, and sales part. Use Supplier 5000.

General exercise for Purchased Part

General exercise for Stored Sales Part

Required Data

Receive Inventory Part

Purpose: The purpose of this exercise is to show you how to receive parts for use in the main exercises below.

  1. Receive a small quantity—10 to 100 pcs.—of your parts.

General exercise for Receive Inventory Part

Main Exercise

Purpose: The purpose of this exercise is to show you how to control application actions at a part/location level, and learn about system effects when using part availability controls with a different setup.

Windows:
Inventory Basic Data/Part Availability Controls
Inventory Part In Stock
Material Requisition
Inventory Part Availability Planning
Customer Order
Reserve Customer Order Lines
Create Pick List for Customer Orders
Report Picking of Customer Orders

Creating Part Availability Control

  1. Open the Inventory Basic Data window and select the Part Availability Controls tab and create a new entry.
  2. Create four part availability controls, along with descriptions of your choice, using the information in the table below.
Availability Control ID Part Supply Control Part Auto Reservation Control Part Manual Reservation Control Part Order Issue Control Part Non-Order Issue Control Part Scrap Control Part Counting Control
XXPAC1 Nettable Automatic Reservation Manual Reservation Order Issue Non-Order Issue Scrappable Allow Reducing
XXPAC2 Nettable Automatic Reservation Manual Reservation Not Order Issue Not Non-Order Issue Scrappable Allow Reducing
XXPAC3 Nettable Not Automatic Reservation Manual Reservation Not Order Issue Not Non-Order Issue Scrappable Allow Reducing
XXPAC4 Not Nettable Not Automatic Reservation Manual Reservation Not Order Issue Not Non-Order Issue Scrappable Allow Reducing
XXPAC5 Not Nettable Not Automatic Reservation Not Manual Reservation Not Order Issue Not Non-Order Issue Scrappable Allow Reducing

Using Part Availability Control

Your supplier of XX–58–401 has informed you that their latest shipment may be faulty. You have to immediately block these parts from being sold.

  1. Open the Inventory Part In Stock window, and query for the specified part.
  2. Apply Part Availability Control XXPAC3 by selecting the row holding the faulty parts. Use the right mouse button menu to change the ID.
  3. Open the Material Requisition window, create a requisition for the part, and reserve it manually. What happens? Why?
  4. Try to issue both manually and automatically. Is this allowed? Under what circumstances?

Using Part Availability Control for Customer Order

  1. Open the Inventory Part In Stock window, and connect all part availability controls to different parts/locations. Use the right mouse button menu to change the availability control.
  2. Check the availability in the Inventory Part Availability Planning window. What has happened?
  3. Create a customer order for each part. Release the orders.
  4. Open the Reserve Customer Order Lines window. Right-click and then click Reserve to reserve the order lines automatically. What is the result?
  5. Right-click and then click Make Manual Reservation to reserve the order lines that have not been reserved.
  6. Use the Create Pick List for Customer Orders window to create pick lists.
  7. Use the Report Picking of Customer Orders window to pick report the order lines.
  8. Deliver the order lines. What is the result?